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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,557 | $165,399-72.5% | $149,745-69.6% | $158,982-71.3% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.6pp |
| Annual return | 30.74% | 348.34%-317.6pp | 276.72%-246.0pp | 302.99%-272.3pp |
| Employer contribution / active EE | $1,029 | $5,105-79.8% | $4,646-77.8% | $4,763-78.4% |
| Participant deferral / active EE | $2,458 | $7,183-65.8% | $6,843-64.1% | $5,983-58.9% |
| Admin fee / account holder | $1,192 | $10,811-89.0% | $9,312-87.2% | $11,252-89.4% |